Client Onboarding

With the Onboarding skill GENI sets up the start of a new engagement: an onboarding document covering what you need from the client, and the kick-off in your calendar.

Available from Growth.

What can GENI do with it?

• Draft an onboarding document with intake questions, required materials and the first steps
• Schedule the kick-off in your calendar

The point is that every engagement starts the same way. What you forgot to ask client five, you do ask client six, because it is in the document.

Example: what you ask, what you get

Set up onboarding for Bakkerij De Krent, website project

Onboarding , Bakkerij De Krent

What we need from you

• Access to the current domain and hosting
• Logo and brand assets, preferably as vector files
• Copy, or a first draft of it, per page
• Contact person and decision-maker, with phone number

First steps

1. One-hour kick-off, fixing goal and scope
2. Materials delivered , by 15 August at the latest
3. First design for review , week 35

Working agreements

• Response time on drafts: 3 working days
• Check-in: briefly every Monday

Shall I schedule the kick-off? That costs 100 credits extra.

Requirements

• Plan: Growth and up
• Connection: Google Calendar if you want the kick-off scheduled

Activating

1. Go to Dashboard -> Skills and activate Client Onboarding
2. Name the client and the type of engagement

What it costs

See The credit system.

Limits

• It does not send the document on its own. You get it; sending is yours or through Gmail.
• Scheduling an appointment asks for confirmation, and only works with a connected calendar.
• No contract or letter of engagement. That is legal work, not onboarding.
• No inviting guests. The appointment goes in your calendar; you invite the client yourself.
• The document is a starting point. Whatever your trade specifically needs, you add.

Troubleshooting

The document misses questions you always ask. Put your standard intake questions in your knowledge base or memory; GENI then includes them.

The planning is unrealistic. Name your own lead times, otherwise it estimates them.

The kick-off is not scheduled. Google Calendar is not connected, or the requested time falls outside what your calendar allows.

Every client gets the same document. That is partly the point, but name the engagement type and specifics and it differentiates.

Frequently asked questions

Can it stage it as a document? Yes, with Google Docs connected it writes it out and returns the link.

What is the difference with the Proposal Generator? That one writes the proposal before approval. This skill arranges the start afterwards.

Can I fix this per client type? Yes, through projects with their own instructions, or by putting your standard approach in your knowledge base.

Can I schedule it? There is little point: onboarding starts with a new engagement, not at a fixed time.

Back to Skills marketplace See also: Proposal Generator · Google Calendar · Projects On the site: all skills

dGENIX Docs, Client Onboarding, updated August 2026